Public funds expertise

Portfolios range in size less than $10 million to over $400 million

Specialize in Investment Advisory, Cash Management, Banking

Services, Investment Policies & Procedures, and Strategy

Development (operating, CIP, special, and debt service funds)

Team approach to ensure consistent service and results

Unbiased recommendations - Not affiliated with any investment

provider, including investment pools

Investment Advisory:

The combined experience of the individuals within the Valley View team exceeds 200 years. The team is fully capable of assessing the needs of a client, examining the current cash management policies and practices, monitoring bank contracts, reviewing bond covenants, and developing effective and comprehensive investment strategies.